Foothills Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,490,811
Clients
184
Advisors
3
across 2 offices
About
Foothills Advisors serves individual and high‑net‑worth clients as well as corporations and business entities, offering discretionary asset management and financial planning; portfolio management clients receive a complimentary financial plan at the start of the relationship. The firm also runs public seminars and workshops described in the brochure as educational in nature rather than as tailored investment or tax advice.
Foothills operates with discretionary trading authority, may appoint third‑party sub‑advisors to manage portions of client assets, and applies a mix of fundamental and technical analysis as well as Monte Carlo methods in portfolio construction and planning. Its stated investment toolkit includes long‑ and short‑term holdings, covered‑call option writing, and — for legacy accounts — the use of margin and derivatives within separately managed accounts.
Notable distinctions relative to peers include the firm’s explicit disclosure of borrowing and derivative use in separately managed accounts and its ongoing program of public educational seminars, both of which are uncommon among similar supported firms. The brochure also discloses affiliated insurance activities (with associated commission income) and non‑advisory business interests of the managing member, plus receipt of economic benefits from custodial and sub‑advisor relationships — items the firm identifies as potential conflicts and says it manages through disclosures and fiduciary procedures.
Client services
Expertise
Fee options
All accounts+: 1.50% annually (maximum) / 0.125% monthly N/A - N/A: Fee negotiable based on various criteria including historical relationship, asset types, future earning capacity, and account composition.
Investment Advisor Representatives receive commissions from sales of investment related products such as insurance.
Main office
See office6702 E Cave Creek Road, #4
Cave Creek AZ 85331
Advisors at this office
2
Offices (2)
Most active in
Arizona · Colorado · Nebraska · Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Aaron C
CFP®
Cave Creek, AZ
Foothills Advisors, LLC
Aaron Coates is a CFP® professional with seven years of industry experience, currently serving at Foothills Advisors, LLC. His prior roles include positions at Creative Planning and Keystone Wealth Partners. He is also the owner of Foothills Accounting & Tax, PLLC, where he provides tax preparation services. Foothills Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary asset management and financial planning. The firm combines fundamental and technical analysis with Monte Carlo methods and provides public educational seminars, distinguishing itself through transparent disclosure of certain investment practices.
Timothy M
Series 63, Series 65
Cave Creek, AZ
Foothills Advisors, LLC
Timothy Maiefski is a financial advisor with Foothills Advisors, LLC in Cave Creek, AZ, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Vigilare Wealth Management and also operates as an insurance agent. Foothills Advisors serves individual and high-net-worth clients as well as corporations and business entities, providing discretionary asset management and financial planning. The firm offers complimentary financial plans to portfolio management clients and conducts public educational seminars, using a combination of fundamental and technical analysis alongside Monte Carlo methods in portfolio construction.
Jeffrey J
Series 66
Cave Creek, AZ
Foothills Advisors, LLC
Jeffrey Jones is a financial advisor with Foothills Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Foothills Advisors since 2018 and previously at Heritage Wealth Management, LLC. Outside of advisory work, he is an insurance agent with Foothills Insurance Group, LLC. Foothills Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary asset management and financial planning. The firm uses a combination of fundamental and technical analysis along with Monte Carlo methods in portfolio construction and is notable for its public educational seminars and disclosure of borrowing and derivative use in separately managed accounts.
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